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Morningstar Investment Services’s BOK Financial BOKF Stock Holding History

Morningstar Investment Services’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-4,894
Closed -$267K – 218
2016
Q1 		$267K Sell
4,894
-82,978
-94% -$4.33M 0.01% 195
2015
Q4 		$5.25M Sell
87,872
-1,185
-1% -$77.6K 0.21% 101
2015
Q3 		$5.76M Buy
89,057
+12,778
+17% +$831K 0.25% 102
2015
Q2 		$5.31M Buy
76,279
+3,735
+5% +$245K 0.23% 102
2015
Q1 		$4.44M Buy
+72,544
New +$4.23M 0.19% 105

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morningstar Investment Services's BOKF Position: Q2 2016 in Review

Morningstar Investment Services sold out of BOK Financial (BOKF) in Q2 2016, closing a stake of 4,894 shares — an estimated $267K sold.

Morningstar Investment Services first reported a position in BOKF in Q1 2015 and held it in 5 quarters. The position peaked at $5.76M in Q3 2015. 142 funds tracked by Wall St. Rank hold BOKF as of Q2 2016.

  • Morningstar Investment Services reported no remaining BOK Financial position as of Q2 2016 after selling out during the quarter.
  • Morningstar Investment Services sold 4,894 BOK Financial shares in Q2 2016, an estimated $267K.
  • Morningstar Investment Services first reported a position in BOK Financial in Q1 2015 and held it in 5 quarters.
  • Morningstar Investment Services's BOK Financial position peaked at $5.76M in Q3 2015.
  • 142 funds tracked by Wall St. Rank held BOK Financial as of Q2 2016.

Based on Morningstar Investment Services's 13F filing for Q2 2016, filed 4 Aug 2016.